Working with a Questionably Competent Client

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This webinar was prepared and presented by Wesley D. Fitzwater of Fitzwater Meyer, LLP in 2015.

Working with a Questionably Competent Client – A 90-minute Online Training

Professionals are sometimes required to work with clients with impaired mental capacity, who may be questionably competent or who may be represented by someone in a fiduciary capacity. Wes Fitzwater, of Fitzwater Meyer Hollis & Marmion, and the Oregon Association of Realtors, presents a 90-minute program discussing: The various standards of legal capacity; Practical steps when working with a questionably competent client; Steps to be taken with an incapacitated client and how to report potential abuse; Legal tools such as powers of attorney, trusts, and conservatorships; The duties and liabilities of a fiduciary (POA, trustee, joint account holder) and the red flags of undue influence and elder abuse.

DISCLAIMER:The information contained in this website is based on Oregon law and is subject to change. It
should be used for general purposes only and should not be construed as specific legal advice by Fitzwater Meyer Hollis & Marmion, LLP or
its attorneys. Neither this website nor use of its information creates an attorney-client relationship. If you have specific
legal questions, consult with your own attorney or call us for an appointment.